Carr Consulting P.A. fees and pricing
Financial planner in San Antonio, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 16, 2025, Carr Consulting P.A. charges a flat or project fee of $200-$600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$600
“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $200 - $600 for custom plans and $500 for all standard financial plans.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Carr Consulting P.A. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For those clients terminating, a prorated refund beginning 30 days after written notice is received will be credited to the client's account or mailed to the client.”
- “Clients may terminate their accounts without penalty, for full refund, within 5 Business days of signing the Advisory Contract.”
- “Fees are billed in arrears upon completion.”
How Carr Consulting P.A.’s fees compare
- Its flat or project fee of $200-$600 is below the Texas median of $3,850. 2% of the 401 other Texas planners that publish a flat or project fee charge less.
- 2 of the 18 other planners in San Antonio that publish a flat or project fee charge less.
About Carr Consulting P.A.
“Does the applicant provide investment advisory services, manage investment advisory accounts or hold itself out as providing financial planning or some similarly termed services and impose a minimum dollar value of assets or other condition for starting or maintaining an account? Yes (If yes, describe on Schedule…”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2008 (18 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $502,831
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129350
- Phone
- (210) 694-7884
Other planners in San Antonio that publish fees
- 1900 WealthSan Antonio$350/hr, $1,500
- Avora Wealth LLCSan Antonio$3,200, $2,500/yr
- B365investSan Antonio$350
- Best InvestSan Antonio$250/hr
- Boynton Financial LLCSan Antonio$150/hr, $300-$1,000
- Chris Reddick Financial PlanningSan Antonio$250/hr, $3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.